CRD: 111614
Adviceone Advisory Services, LLC
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- PathwayCapital alpha +more
- Established Date
- 01-06-2000
- Office Locations
- 4
Office Locations
About Adviceone Advisory Services, LLC
AdviceOne Advisory Services, LLC is a fiduciary wealth manager focused on engineers and executives nearing or in retirement, including many RTX/Pratt & Whitney and Collins Aerospace employees. The team provides comprehensive financial planning and ongoing portfolio management, integrating tax, estate and insurance planning with disciplined asset allocation using mutual funds, ETFs and fixed income. Known for its Retirement Empowerment Workshops and deep familiarity with employer savings plans and retirement distribution strategies.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JANNA L. DRAKE
DIRECTOR OF FINANCE
- CRD
- --
- Ownership
- Less than 5%
MICHAEL PAUL GROSSMAN
Chief Compliance Officer
- CRD
- #2092687
- Ownership
- Less than 5%
Optima prime
Catalyst insight delta
- CRD
- #42742
- Ownership
- 5.2%
Showing 2 of 3 owners & executives
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ROBERT JOSEPH BERLINSKI
Vice President
- CRD
- #6399372
Brent Casto
Advisor
- CRD
- #6334488
Optima momentum
Signal north
- CRD
- #62809
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,045,736,720 | $427,889 |
| Non-Discretionary | $0 | -- |
| Total | $2,045,736,720 | $427,889 |
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Separately Managed Accounts
Total SMA Asset: $2,045,736,720
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,352,547,918 | 32.1% |
| U.S. Government/Agency | $480,344,120 | 11.4% |
| Equity - Exchange | $2,380,652,877 | 56.5% |
| Total | $4,213,544,915 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR EMBER | SUMMIT HORIZON | W31PFGFXV | VGW | 11.48% | $52,296,406 |
| SIGNAL CATALYST | SUMMIT CREST | RSINP3SDR | AACW | 10.90% | $64,327,481 |
| INSIGHT MERIDIAN | BEACON WAVE | A96RKJVNJ | EHP | 2.06% | $37,760,626 |
| FOCUS MOMENTUM ZENITH | BEACON CATALYST | H1FDV0A6R | GTUG | 8.38% | $30,158,754 |
| EAGLE NORTH BRIDGE | VALUE PRIME | R0GXPWJ00 | KSR | 11.23% | $88,614,817 |
| OPTIMA CREST | EMBER PRIME | 27EPNEHJA | RBK | 3.59% | $32,374,302 |
| PIONEER CREST | ALPHA CAPITAL | BI9V5V1V2 | YQC | 1.01% | $60,119,296 |
| RIDGE CATALYST LEGACY | FUSION HORIZON | AQS59G255 | EJN | 4.43% | $66,300,381 |